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filter excel file with fieldname for each individual records

wonka1234
10 - Fireball

Hi,

 

I am inputting an excel file into my workflow. How can I filter a field in this workflow based on another field for each individual record from a vertical layout?

I want to attach this excel file but filter it for each indivdiual record before attaching it.

 

ie

 

file a 

First NameLast NameCool
LouisStevensNo
RenStevensYes

 

Can I filter an excel file for each first name? then attach it? So there will be two emails, 1 to louis, 1 to ren, with 2 different attachments based on filtering for the name,

 

Anyone do anything like this?

 

1 REPLY 1
Yoshiro_Fujimori
15 - Aurora
15 - Aurora

Hi @wonka1234 ,

 

I would first output Excel files and then attach each file with Email tool.

Workflow

 

Yoshiro_Fujimori_0-1683149992154.png

I added a column [Email Address] in Text Input tool to use it in Email tool,

and added [path] with Formula tool to specify it in Output Data tool and Email tool.

To avoid file access issue, I used Block Until Done.

Please configure Email tool as necessary at your environment to see if it works.

 

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